Adika Putera Setyahadi
Assistant Manager Treasury & Business Alliance Wealth Management
Jakarta
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude after having spent years in various places well-known for it's intense environment. Willingness to contribute to team success through hard work, attention to detail and excellent organizational skills . Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Clear understanding of product journey and training in product development.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
5
5
Languages
Work History
Assistant Manager Treasury & Business Alliance
Wealth Management Group PT Bank Mandiri (Persero) Tbk
Jakarta
10.2022 - Current
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Gained extensive knowledge in data entry, analysis and reporting.
- Applied effective time management techniques to meet tight deadlines.
- Demonstrated creativity and resourcefulness through development of innovative solutions.
- Passionate about learning and committed to continual improvement.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Cultivated interpersonal skills by building positive relationships with others.
- Collaborated with clients to develop customized investment portfolios.
- Created financial models to analyze and evaluate investment strategies.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Implemented exit strategies for clients to transition out of investments.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Provided Bond Tracking Report Monthly to help Private Banking Officer as guidance to determine best bond product in market.
- Developed strategies to help reach NTI (New to Investment) target minimum 100 new members monthly
Assistant Manager - Product Development
Personal Loan Group PT Bank Mandiri (Persero) Tbk
Jakarta
01.2019 - 09.2022
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
- Participated in team-building activities to enhance working relationships.
- Led projects and analyzed data to identify opportunities for improvement.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Used coordination and planning skills to achieve results according to schedule.
- Developed team communications and information for meetings.
- Collaborated with team members to achieve target results.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developing new product lead to increased sales by 20%.
- Conducted research, gathered information from multiple sources and presented results
Part - Time Economics Tutor
BTA Group
Jakarta
09.2014 - 05.2021
- Teaching High School Economics Subject to help student preparing national exam to enter university.
- Participated in team-building activities to enhance working relationships.
- Exercised leadership capabilities by successfully motivating and inspiring others
Treasury Staff Member
Mitsubishi UFJ Financial Group
Jakarta
08.2018 - 01.2019
- Monitored transactions and customer behavior to identify signs of fraud.
- Examined financial statements and records to collect important details and verify calculations.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Operated computers programmed with accounting software to record, store and analyze information.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending payment to banks.
- Collaborated with team members to achieve target results.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Properly processed treasury transactions for average of 200 customers daily
Education
Bachelor Of Economics - Business And Managerial Economics
University of Indonesia
Jakarta, JK 08.2014 - 08.2018
Skills
Brandingundefined
Certification
Risk Management License Level 1 by LSPP - [2021]
Accomplishments
- Successfully creating and managing several new loan products lead to increased sales by 20%
- Achieved NTI (New to Investment) member around 100 - 200 monthly by introducing Cash Reward Program for minimum purchase of 1 billion rupiah.
- Became a Culture Squad Leader in Wealth Management Group PT Bank Mandiri.
Timeline
Assistant Manager Treasury & Business Alliance
Wealth Management Group PT Bank Mandiri (Persero) Tbk
10.2022 - Current
Assistant Manager - Product Development
Personal Loan Group PT Bank Mandiri (Persero) Tbk
01.2019 - 09.2022
Treasury Staff Member
Mitsubishi UFJ Financial Group
08.2018 - 01.2019
Part - Time Economics Tutor
BTA Group
09.2014 - 05.2021
Bachelor Of Economics - Business And Managerial Economics
University of Indonesia
08.2014 - 08.2018
Risk Management License Level 1 by LSPP - [2021]
Product Manager Training - [2021]
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